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Profilo
Mr. William O.
Webster is Senior Vice President of Investments at Westport Resources Management, Inc. He seats on the trustee’s Advisory Board of Family and Children’s Agency.
He began his career in 1972 at Blyth Eastman Dillon Union Securities, which was acquired in 1979 by Paine Webber.
Shortly after the merge, Mr. Webster was appointed Senior Vice President of Sales and earned the designation of Senior Retirement Specialist and Senior Portfolio Manager.
During his tenure, he served on a number of best producers’ advisory boards to the firm’s top management.
From 1985 to 1991, he served as branch manager of Paine Webber’s Bridgeport, CT office.
From 1991 until 2008, (in 2000 UBS acquired Paine Webber) Mr. Webster concentrated on serving the financial, retirement and estate planning needs of high-net-worth individuals, families with multi-generational wealth transfer issues, small foundations and endowments.
Mr. Webster earned a Bachelor of Arts from Dartmouth College and a Master in Business Administration from New York University Stern School of Business.
Precedenti posizioni note di William Ogram Webster
| Società | Posizione | Fine |
|---|---|---|
Westport Resources Management, Inc.
 Westport Resources Management, Inc. Investment ManagersFinance Westport Resources Management (WRM) seeks to invest in securities with low p/e ratios and improving earnings. The firm's investment approach focuses on buying shares of companies with improving fundamentals at attractive prices. The firm will sell a position if a negative change in the company's fundamentals has occurred since, or was missed, in their initial analysis. WRM reanalyzes the opportunity when a stock reaches a pre-determined price objective and this process may result in a sale. | Gestore di Portafoglio-Azioni | 24/12/2016 |
Blyth, Eastman, Dillon & Co. | Corporate Officer/Principal | 31/12/1978 |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Presidente | - |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31/12/1984 |
Formazione di William Ogram Webster
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Westport Resources Management, Inc.
Westport Resources Management, Inc. Investment ManagersFinance Westport Resources Management (WRM) seeks to invest in securities with low p/e ratios and improving earnings. The firm's investment approach focuses on buying shares of companies with improving fundamentals at attractive prices. The firm will sell a position if a negative change in the company's fundamentals has occurred since, or was missed, in their initial analysis. WRM reanalyzes the opportunity when a stock reaches a pre-determined price objective and this process may result in a sale. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blyth, Eastman, Dillon & Co. | |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
